Shakespeare Wealth Management’s KeyCorp KEY Stock Holding History

Shakespeare Wealth Management’s Portfolio KEY Stock Details KEY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-18,121	Closed	-$363K	–	93
2026 Q1	$363K	Hold	18,121	–	–	0.09%	73
2025 Q4	$374K	Hold	18,121	–	–	0.08%	76
2025 Q3	$339K	Hold	18,121	–	–	0.08%	77
2025 Q2	$316K	Sell	18,121 -42	-0.2%	-$651	0.08%	76
2025 Q1	$290K	Hold	18,163	–	–	0.08%	80
2024 Q4	$311K	Hold	18,163	–	–	0.08%	78
2024 Q3	$304K	Buy	18,163 +42	+0.2%	+$666	0.08%	78
2024 Q2	$257K	Hold	18,121	–	–	0.07%	76
2024 Q1	$286K	Sell	18,121 -1,270	-7%	-$18.3K	0.08%	72
2023 Q4	$279K	Hold	19,391	–	–	0.09%	71
2023 Q3	$209K	Hold	19,391	–	–	0.07%	76
2023 Q2	$179K	Hold	19,391	–	–	0.06%	78
2023 Q1	$243K	Hold	19,391	–	–	0.09%	65
2022 Q4	$338K	Hold	19,391	–	–	0.12%	59
2022 Q3	$311K	Sell	19,391 -13	-0.1%	-$233	0.13%	58
2022 Q2	$339K	Hold	19,404	–	–	0.14%	55
2022 Q1	$419K	Buy	19,404 +13	+0.1%	+$323	0.15%	50
2021 Q4	$449K	Hold	19,391	–	–	0.16%	50
2021 Q3	$433K	Hold	19,391	–	–	0.17%	49
2021 Q2	$394K	Hold	19,391	–	–	0.15%	52
2021 Q1	$387K	Hold	19,391	–	–	0.16%	50
2020 Q4	$318K	Hold	19,391	–	–	0.14%	53
2020 Q3	$231K	Hold	19,391	–	–	0.12%	62
2020 Q2	$236K	Hold	19,391	–	–	0.14%	56
2020 Q1	$201K	Hold	19,391	–	–	0.14%	55
2019 Q4	$392K	Hold	19,391	–	–	0.21%	52
2019 Q3	$346K	Hold	19,391	–	–	0.2%	55
2019 Q2	$344K	Buy	+19,391	New	+$328K	0.22%	54

Other funds holding KEY

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Shakespeare Wealth Management's KEY Position: Q2 2026 in Review

Shakespeare Wealth Management sold out of KeyCorp (KEY) in Q2 2026, closing a stake of 18,121 shares — an estimated $363K sold.

Shakespeare Wealth Management first reported a position in KEY in Q2 2019 and held it in 28 quarters. The position peaked at $449K in Q4 2021. 937 funds tracked by Wall St. Rank hold KEY as of Q2 2026.

Shakespeare Wealth Management reported no remaining KeyCorp position as of Q2 2026 after selling out during the quarter.
Shakespeare Wealth Management sold 18,121 KeyCorp shares in Q2 2026, an estimated $363K.
Shakespeare Wealth Management first reported a position in KeyCorp in Q2 2019 and held it in 28 quarters.
Shakespeare Wealth Management's KeyCorp position peaked at $449K in Q4 2021.
937 funds tracked by Wall St. Rank held KeyCorp as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.